Ask Regina

Q. Does IIAT have any checklists when reviewing or recommending coverages to an reginainsured?

A. Yes, IIAT’s Agency Guide to E&O Loss Control contains helpful Surveys and Checklists on Best Practices for Marketing and Selling insurance.

Also, the Client Lifecycle section of the Agency Guide on E&O Loss Control features sample letters and documents that might also be helpful when communicating with your clients.

Remember, you must log into iiat.org to view the content.

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